Jackson Krieger
Quantitative Finance Student in Providence College\'s Honors Program
- Role
- Financial Planning Intern at Providence Financial Advisors, Llc
- Location
- Cape Elizabeth, ME, US
- LinkedIn followers
- 500 followers
About Jackson Krieger
Ambitious finance major with a passion for the intricacies of the financial world…
Experience
Financial Planning Intern
Providence Financial Advisors, Llc
Nov 2025 — Present · Providence, RI, US
Assist a financial advisor with day-to-day operations, including sitting in on client meetings and supporting client service needs• Build and manage Zapier automations to streamline workflows between Calendly, Redtail, and other tools• Improve internal processes by automating client intake, scheduling, and CRM activity tracking
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